Gordon Williams Email & Phone Number
Senior Vice President - Family Wealth Advisor, Financial Advisor @ Morgan Stanley
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Gordon Williams Location
- California, United States
Gordon Williams Work
- Senior Vice President - Family Wealth Advisor, Financial Advisor @ (June 2013 - Present)
- Executive Director - Prime Brokerage Sales @ (January 2010 - December 2013)
- Vice President - Prime Brokerage Consulting @ (January 2001 - December 2010)
- Senior Accountant, CPA - Financial Services Group @ (January 1998 - December 2001)
- Intern @ (January 1997 - December 1997)
- Wealth Management Intern @ (January 1995 - December 1996)
- Wealth Management Intern @ (January 1994 - December 1994)
Gordon Williams Education
- University of Washington - Michael G. Foster School of Business
Bachelor of Arts, Business Administration - Accounting
1998 - Bishop Blanchet High School
Gordon Williams Skills
- Due Diligence
- Equities
- Investments
- Prime Brokerage
- Business Networking
- Investment Management
- Fixed Income
- Derivatives
- Investment Banking
- Trading Systems
- Bloomberg
- Accounting
- Microsoft Office
- Portfolio Management
- Trading
- Financial Services
- Asset Management
- Hedge Funds
- Private Equity
- Securities
- Financial Modeling
- Capital Markets
- Series 7
- Corporate Finance
- Valuation
- Project Management
- Alternative Investments
- Financial Reporting
- PowerPoint
- Options
- Financial Analysis
- CPA
Gordon Williams Summary
- Gordon Williams, based in California, United States, is currently a Senior Vice President - Family Wealth Advisor, Financial Advisor at Morgan Stanley. Gordon Williams brings experience from previous roles at Morgan Stanley, Goldman Sachs, Ernst & Young LLP and Boeing. Gordon Williams holds a Bachelor of Arts, Business Administration - Accounting @ University of Washington - Michael G. Foster School of Business. With a robust skill set that includes Due Diligence, Equities, Investments, Prime Brokerage, Business Networking and more. Gordon Williams has 2 emails and 1 mobile phone numbers on RocketReach.
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